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sales12
Level 1

On reoccurring invoices how do I set all of them to only be generated when I am ready to send them out manually myself after reviewing list of reoccurring transactions?

 
1 Comment 1
Angelyn_T
QuickBooks Team

On reoccurring invoices how do I set all of them to only be generated when I am ready to send them out manually myself after reviewing list of reoccurring transactions?

Hello there, @sales12.

 

Welcome and thank you for posting here in the Community. It's my pleasure to help set your recurring invoices to be generated when you're ready to send them manually.

 

You can change the scheduled type to unscheduled and make sure that the option to automatically send email is unchecked.

 

To change the scheduled type:

  1. Go to the Gear icon.
  2. Select Recurring Transactions under Lists.
  3. Select a template under Recurring Transactions.
  4. Select Edit under Action's drop-down arrow.
  5. Select Unscheduled under Type and please make sure the the box beside Automatically send emails was unchecked.
  6. Save the template.

If you wish to generate an invoice, just go to the recurring transactions page and click Use.

 

Let me know if you have any other questions by adding a comment below, I'd be glad to keep helping. Have a great day ahead!

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